Let Our Estate Accountants Guide You Through This Difficult Journey
Have you agreed to be an executor and now need to understand your duties? Between the Final Return, Rights or Things Return, T3 Estate Return, and the final clearance certificate, there’s a lot to manage.
Our experienced and compassionate team of estate accountants will help you navigate the process with clarity and care so you can fulfill your responsibilities confidently.
Understanding Estate Tax Responsibilities
When someone passes away, their tax obligations don’t end immediately — and that can take executors by surprise. The estate must file one or more returns depending on the situation:
Final Return – Reports all income earned from January 1 until the date of death.
Rights or Things Return – Covers income that was owed but not received before death (such as unpaid salary or farm proceeds).
T3 Estate Return – Tracks income the estate earns after the date of death.
Each has unique rules, deadlines, and opportunities for tax savings. Our estate accountants help you handle each one correctly.
Why Executors Choose Our Estate Accountants
Specialized Expertise
We’ve guided hundreds of executors through estate tax filings — from straightforward final returns to complex estates involving farms, corporations, or cross-border property.
Compassionate Approach
We understand this comes at a difficult time. Our team handles every detail with empathy, patience, and respect while keeping communication clear and jargon-free.
Preparing the Final Return, Rights or Things Return, and T3 Estate Return
Applying for the CRA Clearance Certificate
Calculating and reporting capital gains and property dispositions
Providing tax planning advice for beneficiaries
Coordinating with legal representatives and financial institutions
Explaining executor responsibilities in plain, easy-to-understand language
Ensuring all filings and deadlines are properly managed
Our goal: to make the process as simple, accurate, and stress-free as possible for you and your family.
What Clients Say About Our Estate Accountants
Charles Brunet
Our firm recently switched to Talbot & Associates and we couldn’t be happier! They are extremely helpful and courteous. They actually discuss matters with options and solutions on subjects that the other firm did not even bother to bring up. We are very impressed with their professionalism with regards to tax savings and estate planning. We were at a loss as to how to approach our impending retirement in 5 years, and they are truly assisting in these future preparations. They are well organized and respond to our questions within 24 hours.
Our only regret is that we didn’t switch to Talbot sooner!
K D
My friend mentioned how grateful she was to all of you for helping her through this, for all of your attention and care. I know how much it meant to her not to have to organize another thing when she’s already got so much on her plate on top of the grief of losing her husband.
M W
I’m grateful for your comprehensive approach, your thoroughness, and the unusual clarity of your advice.
You are one-in-a-million, and I thank you for your kind help.
Armelle Molin
Depuis bon nombre d’années, l’entreprise Talbot et Associés gère nos rapports d’impôts. Leurs services sont respectueux, efficaces et hautement professionnels. Nous saluons particulièrement Monsieur Pierre Normandeau.
J J
My friend was a basket case with worry about the Canadian and Income tax returns she had as well as the Final return.
She was so happy with everything that was done for her and said she had told Dan (accountant) that she couldn’t sleep at night – but he told her “go to sleep – we’ll take care of everything.” She informed me that she did sleep that night and while the worry was still in the back of her mind she was glad that someone was taking care of it, and of her.
C L
Really appreciate the work done by Rosanna Sternat at the Selkirk branch of Talbot. The work and interactions are always professional, timely, with a focus on great customer service and attention to detail. Rosanna and the team have been doing my taxes for close to a decade. They did all of the work related to my mom’s estate as well. I trust and value her work… I wouldn’t go to anyone else.
Y D
MANY thanks for the assistance and expertise.
It was very comforting to know we had an expert looking after these taxation requirements during such a difficult time.
Ready to Speak With an Estate Accountant?
Whether you’ve just been appointed executor or you’re already in the middle of filing, we can help you complete every requirement properly and efficiently.
Pierre has been helping clients solve complex challenges since 2002. As a partner at Talbot & Associates, he thrives on collaborating with clients to create impactful, practical solutions tailored to their needs. Known for his approachable style, Pierre is passionate about turning obstacles into opportunities for growth and success.
View bio
MattHofer CPA
Corporate Year-End Manager and Trusts/Estates File Manager, Matt is dedicated to continuous learning and sharing knowledge. Passionate about teaching, he leads training and supports preparers with expertise and patience. Outside of work, he enjoys playing tabletop role-playing games, where he can explore his love for planning and strategy while collaborating with others.
View bio
JenObsniuk CPA, CGA
The Spreadsheet Queen, Jen loves to create budgets for everything. No wonder she is the treasurer of the Balmoral Childcare Centre. Talbot & Associates is lucky to have someone like her on our team. Originally from a film studies background, Jen worked on television and movie sets in Winnipeg for a year and a half before deciding it wasn’t for her. Now a CPA, she is thrilled to be part of a company that truly values its clients and community.
View bio
ArianneGautron
Director of First Impressions (Winnipeg-St. Boniface)
Arianne is one of those people that takes her work to heart. When visiting our St. Boniface office, you’ll either find her providing exceptional administrative support or drawn into conversation learning an interesting characteristic of the last person to walk in the door. On the homefront, Arianne loves spending time on her farmstead with her family.
View bio
BrendaPrychitko
Brenda loves meeting with clients to identify their needs and help them solve their problems. Whether her clients need assistance with their personal tax return, year-end or estate, her attention to detail is always appreciated. When Brenda is away from the office, she enjoys gardening and preserving the vegetables that she grows. Just as her clients appreciate her attention to detail, her plants do too!
View bio
ClaireVigier
With her tiny home and chickens, Claire might profess to live a simple life, but she has some deep philosophies about making a difference in the world. She most admires people who go that extra mile to do something good in the world- and with her passion for baking, she’s living her own mantra. Her secret talent is being able to say the alphabet backward very quickly! After attending CUSB for nursing and taking a major in French and a minor in psychology, she came to join the Talbot and Associates Team. She has 16 years of professional baking experience at her disposal and isn’t afraid to use it! A few of Claire’s life dreams are to continue expanding their free-range flock of chickens and to one day have her own commercial kitchen to bake her heart out in.
View bio
JosefKrieger
Eager to learn new things, Josef is a strong logical person who enjoys helping clients to understand their very individualized tax situation. When Josef is not preparing tax returns for people with all forms of income, he loves spend time with his family, camping and hiking.
View bio
KatieGunther
Ashern Manager
Some people say Katie Gunther looks like Molly Ringwald (in her 80s prime). We say she was one of the best things that’s ever happened to T&A. Her love of life, determination, and eagerness to learn have benefitted the firm and clients extremely well. Katie joined the Ashern office in August 2015 and is now the Ashern manager. Her file focus is agriculture and estates. Happiest in the outdoors, you can find her hiking, camping, helping on her parents’ cattle farm, running with her husband Curtis.
View bio
RebeccaKhun
Passionate about environmental stewardship, Rebecca thrives on empowering people and serving her community. Graduating in 2018 from Providence University College, she holds a degree in BBA (Bachelor of Business Administration). Rebecca’s two greatest loves are culinary adventures and nature. When she’s not enjoying music or cooking, she can be found hiking or just immersing herself in nature and exploring new places. Rebecca’s personal mantra is "Is there anything more perfect than a consistently imperfect unfolding of nature."
View bio
MadisonCode
As a junior accountant on our Trust and Estates team, Madison is known for her kindness and friendly demeanour. She loves the complexity of preparing year-ends and finding loopholes to help clients save money. Madison is now working on a Bachelor of Commerce at the University of Manitoba.